Blue Owl Co-CEO Marc Lipschultz downplayed concerns that artificial intelligence could disrupt software businesses and negatively impact the firm’s technology investments, following a sharp sell-off in tech stocks this week fueled by AI-related anxieties. Speaking in a recent interview, Lipschultz emphasized that while AI is transforming industries, it is not a threat to well-managed software companies but rather a catalyst for innovation and growth. He pointed to the long-term value created by software businesses that continue to deliver strong fundamentals, customer retention, and recurring revenue. Lipschultz noted that Blue Owl’s technology portfolio includes companies with durable competitive advantages, robust business models, and clear paths to leverage AI for efficiency and product enhancement. He argued that the recent market volatility reflects short-term sentiment rather than a fundamental shift in the software sector’s viability. According to Lipschultz, the real risk lies not in AI adoption, but in companies that fail to adapt or invest in innovation. He reaffirmed Blue Owl’s confidence in its tech holdings, stating that AI is more likely to empower these businesses than undermine them.